NWF Advisory Services’s Chevron CVX Stock Holding History

NWF Advisory Services’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.19M	Sell	29,903 -307	-1%	-$56K	0.7%	39
2025 Q4	$4.6M	Buy	30,210 +5,168	+21%	+$787K	0.51%	48
2025 Q3	$3.89M	Buy	25,042 +574	+2%	+$88.9K	0.43%	54
2025 Q2	$3.5M	Buy	24,468 +15,043	+160%	+$2.12M	0.42%	56
2025 Q1	$1.58M	Sell	9,425 -4,991	-35%	-$781K	0.22%	85
2024 Q4	$2.09M	Buy	14,416 +9,023	+167%	+$1.38M	0.31%	56
2024 Q3	$794K	Buy	5,393 +114	+2%	+$17K	0.12%	124
2024 Q2	$826K	Buy	5,279 +761	+17%	+$121K	0.13%	116
2024 Q1	$713K	Sell	4,518 -116	-3%	-$17.5K	0.12%	127
2023 Q4	$691K	Buy	4,634 +2,020	+77%	+$306K	0.14%	120
2023 Q3	$441K	Sell	2,614 -57	-2%	-$9.21K	0.1%	145
2023 Q2	$420K	Hold	2,671	–	–	0.1%	156
2023 Q1	$420K	Buy	+2,671	New	+$448K	0.1%	155

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NWF Advisory Services's CVX Position: Q1 2026 in Review

NWF Advisory Services reduced its Chevron (CVX) stake by 1% in Q1 2026, selling an estimated $56K and leaving 29,903 shares worth $6.19M. The position accounts for 0.7% of the portfolio, ranked #39.

NWF Advisory Services first reported a position in CVX in Q1 2023 and has held it in 13 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

NWF Advisory Services held 29,903 shares of Chevron worth $6.19M as of Q1 2026.
NWF Advisory Services sold 307 Chevron shares in Q1 2026, an estimated $56K.
Chevron made up 0.7% of NWF Advisory Services's portfolio in Q1 2026, its #39 holding.
NWF Advisory Services first reported a position in Chevron in Q1 2023 and has held it in 13 quarters since.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.